AWM
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Aprio Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Aprio Wealth Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,148
Closed -$295K – 53
2020
Q3 		$295K Hold
7,148
– – 0.21% 52
2020
Q2 		$292K Buy
+7,148
New +$279K 0.28% 44

Other funds holding DOL

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aprio Wealth Management's DOL Position: Q4 2020 in Review

Aprio Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q4 2020, closing a stake of 7,148 shares — an estimated $295K sold.

Aprio Wealth Management first reported a position in DOL in Q2 2020 and held it in 2 quarters. The position peaked at $295K in Q3 2020. 72 funds tracked by Wall St. Rank hold DOL as of Q4 2020.

  • Aprio Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q4 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 7,148 WisdomTree True Developed International Fund shares in Q4 2020, an estimated $295K.
  • Aprio Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2020 and held it in 2 quarters.
  • Aprio Wealth Management's WisdomTree True Developed International Fund position peaked at $295K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2020.

Based on Aprio Wealth Management's 13F filing for Q4 2020, filed 11 Jan 2021.